• Asset Management - 55ip Portfolio Oversight…

    JPMorgan Chase (Boston, MA)
    …and wealth management industry + Understanding of ETFs, mutual funds, model-portfolios, separately managed accounts, and direct indexing + Knowledge of basic ... statistics and quantitative analysis method, strong Excel skills + Strong data analysis and visualization skills + Excellent verbal and written communication skills + Strong attention to detail with the ability to conceptualize and learn complex financial data… more
    JPMorgan Chase (08/29/25)
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  • Head of Accounting and Reporting - Timber…

    Manulife (Boston, MA)
    …reporting for multiple Manulife Investment Management Timber and Agriculture Funds and Separately Managed Accounts & Co-Investment Structures. The AVP will ... create and deliver exceptional customer service and operations in line with the organization's mission, critical values and behaviors. **Position Responsibilities:** Responsible for oversight of high-performing global operations and accounting teams with… more
    Manulife (08/26/25)
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  • Internal Business Associate

    Manulife (Boston, MA)
    …a strong understanding of mutual funds, ETF's, UCITS, 529 College Savings Plans and Separately Managed Accounts. As part of the requirements for this role, you ... will need to acquire the Series 7 and Series 66 securities licenses within 120 days of hire so that you can then begin your career as a licensed financial professional. We will cover all costs associated with acquiring these licenses and will provide you with… more
    Manulife (08/26/25)
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  • Vice President, Product Oversight and Governance

    BlackRock (Boston, MA)
    …and operating control environment for BlackRock's global commingled vehicles and separately managed accounts and provides various other administrative and ... oversight services to BlackRock's various product ranges including the BlackRock mutual funds and iShares ETFs. Responsibilities include: + Oversight of internal and outsourced accounting, administration, custody, financial reporting, and transfer agency… more
    BlackRock (08/08/25)
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  • Senior Investment Analyst, Private Equity…

    CIBC (Boston, MA)
    …allocation modeling. + Support the management of both internal portfolios and custom separately managed accounts (SMAs) tailored to individual client mandates. + ... Analyze fund performance, exposure metrics, and cash flow forecasts to optimize portfolio construction. + Employ a balanced approach to managing risk by ensuring compliance controls and processes (regulatory, compliance, fiduciary) are integrated into… more
    CIBC (08/08/25)
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